DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Danielle Elandra Barbato
Certified Financial Planner
Feed of 09/14/2026
Also filed as Danielle Elandra Barbato
At current firm
2 y
since Sep 4, 2024
In the industry
15 y
since Jan 1, 2011 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Milestone Asset Management Group, LLC independent RIA currentsince Sep 4, 2024 · Avon, Ct
- New England Private Wealth Advisors, LLC independent RIAMay 22, 2024 to Aug 5, 2024 · Wellesley, Ma
- Osaic Fa, Inc. formerApr 8, 2022 to Dec 2, 2022 · Glastonbury, Ct
- Charles Schwab & Co., Inc. national BDOct 29, 2020 to Apr 21, 2022 · Mystic, Ct
Moves
a registration end followed by a registration begin elsewhere
- New England Private Wealth Advisors, LLC to Milestone Asset Management Group, LLCleft Aug 5, 2024, registered Sep 4, 2024 (30 days) · RIA to RIA
- Osaic Fa, Inc. to New England Private Wealth Advisors, LLCleft Dec 2, 2022, registered May 22, 2024 (537 days) · Affiliated broker-dealer or bank to independent RIA
- Charles Schwab & Co., Inc. to Osaic Fa, Inc.left Apr 21, 2022, registered Apr 8, 2022 (-13 days) · Affiliated broker-dealer or bank to another
Signals
- Danielle Elandra Barbato left New England Private Wealth Advisors, Llc for Milestone Asset Management Group, Llc (registered 2024-09-04)Aug 5, 2024 · Advisor changed firm · fact
- Danielle Elandra Barbato left Osaic Fa, Inc. for New England Private Wealth Advisors, Llc (registered 2024-05-22)Dec 2, 2022 · Advisor changed firm · fact
- Danielle Elandra Barbato left Charles Schwab & Co., Inc. for Osaic Fa, Inc. (registered 2022-04-08)Apr 21, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address